Build an industry comp sheet Excel model with deep operational KPIs
Build a multi-tab Excel financial model
Generate an institutional-grade investment banking pitch deck (HTML)
Initiate coverage — generate both research note (HTML) and Excel model (.xlsx)
Generate a professional Word document research note
Deep dive into capital deployment, buybacks, dividends, and shareholder yield
| name | setup |
| description | Verify Daloopa MCP connection and show available skills |
Walk the user through verifying their Daloopa plugin setup. Be conversational and helpful.
Confirm Claude Code is running (if the user is seeing this, it is — tell them they're good).
This plugin connects to two Daloopa MCP servers:
mcp.daloopa.com/server/mcp) — Financial data (fundamentals, KPIs, SEC filings)docs.daloopa.com/mcp) — Daloopa knowledgebase (API docs, how-tos, usage help)Run a quick test by calling discover_companies with a well-known ticker like "AAPL" to confirm the data MCP server is connected and responding. Show the user the result.
If this fails:
.mcp.json file is properly configuredTell the user about the available slash commands:
Analysis Skills (all prefixed with /daloopa:):
/daloopa:earnings-review TICKER — Full earnings analysis with guidance tracking/daloopa:tearsheet TICKER — Quick one-page company overview/daloopa:industry TICKER1 TICKER2 ... — Cross-company comparison/daloopa:bull-bear TICKER — Bull/bear/base scenario framework/daloopa:guidance-tracker TICKER — Track management guidance accuracy/daloopa:inflection TICKER — Auto-detect metric accelerations/decelerations/daloopa:capital-allocation TICKER — Buybacks, dividends, shareholder yield/daloopa:dcf TICKER — DCF valuation with sensitivity analysis/daloopa:comps TICKER — Trading comparables with peer multiplesEach skill generates a styled HTML report saved to the reports/ directory.
Suggest they try /daloopa:tearsheet AAPL as a quick first test.
Skills generate HTML reports to the reports/ directory. For additional output formats (Word documents, Excel models, PDF reports, pitch decks), chart generation, and projection engines, see the full project repo at github.com/daloopa/investing.